Botty Investors
Latest statistics and disclosures from ArchPoint Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DMLP, LZB, VTI, VOOG, IEF, and represent 33.11% of ArchPoint Investors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$17M), VOOG (+$14M), IEF (+$12M), VOO (+$10M), VTV, XBI, XLB, SPY, VNQ, GNR.
- Started 22 new stock positions in NVDA, IEF, VOOG, XLB, Core Scientific, IJR, VCSH, IWY, VNQ, SFIX. SPY, VUG, XLE, GNR, IBB, VOO, VTV, GLD, Core Scientific, GLIN, XBI, VTI.
- Reduced shares in these 10 stocks: GOOGL (-$89M), AMZN (-$26M), , RXRX (-$8.0M), CFLT (-$6.6M), NAUT, VTIP, MTTR, XES, MOS.
- Sold out of its positions in Activision Blizzard, AAPL, DM, DIS, DNA, MTTR, NAUT, OWLT, RXRX, XES. SPIR.
- ArchPoint Investors was a net seller of stock by $-62M.
- ArchPoint Investors has $240M in assets under management (AUM), dropping by -8.50%.
- Central Index Key (CIK): 0001483472
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Portfolio Holdings for ArchPoint Investors
ArchPoint Investors holds 67 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dorchester Minerals Com Unit (DMLP) | 7.7 | $18M | 546k | 33.72 |
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| La-Z-Boy Incorporated (LZB) | 7.3 | $18M | 467k | 37.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 7.1 | $17M | NEW | 66k | 259.90 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 5.8 | $14M | NEW | 45k | 304.71 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.2 | $12M | NEW | 132k | 94.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $10M | NEW | 22k | 480.70 |
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| Curtiss-Wright (CW) | 4.3 | $10M | 40k | 256.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $9.2M | -90% | 61k | 150.93 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.6 | $8.7M | 118k | 74.22 |
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| Thermo Fisher Scientific (TMO) | 3.5 | $8.3M | -3% | 14k | 581.60 |
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| Genuine Parts Company (GPC) | 3.3 | $7.9M | 51k | 155.93 |
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| Ea Series Trust Euclidean Fundam (ECML) | 3.1 | $7.5M | 218k | 34.42 |
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| Amazon (AMZN) | 2.7 | $6.5M | -79% | 36k | 180.38 |
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| Enterprise Products Partners (EPD) | 2.0 | $4.8M | 165k | 29.18 |
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $4.8M | NEW | 30k | 162.86 |
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| Regenxbio Inc equity us cm (RGNX) | 2.0 | $4.7M | 224k | 21.07 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.8 | $4.2M | 27k | 154.93 |
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| Spdr Ser Tr S&p Biotech (XBI) | 1.8 | $4.2M | NEW | 45k | 94.89 |
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| Cheniere Energy Com New (LNG) | 1.6 | $3.8M | 24k | 161.28 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 1.6 | $3.8M | NEW | 41k | 92.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $3.5M | NEW | 6.6k | 524.66 |
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| Chevron Corporation (CVX) | 1.3 | $3.1M | 20k | 157.74 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 1.2 | $3.0M | NEW | 34k | 86.48 |
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| Oneok (OKE) | 1.2 | $2.9M | 37k | 80.17 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 1.2 | $2.8M | NEW | 48k | 57.93 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $2.7M | 173k | 15.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $2.5M | NEW | 7.2k | 344.20 |
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| MPLX Com Unit Rep Ltd (MPLX) | 1.0 | $2.5M | 60k | 41.56 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 1.0 | $2.4M | 80k | 29.53 |
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| Ishares Tr Ishares Biotech (IBB) | 1.0 | $2.3M | NEW | 17k | 137.22 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.0 | $2.3M | 48k | 47.46 |
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| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.9 | $2.0M | 247k | 8.29 |
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| Core Scientific Note 10.000% 1/2 | 0.8 | $2.0M | NEW | 2.2k | 886.47 |
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| Core Scientific | 0.8 | $1.8M | NEW | 522k | 3.54 |
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| Mainstay Definedterm Mn Opp (MMD) | 0.7 | $1.8M | +34% | 110k | 16.35 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $1.7M | -58% | 35k | 47.89 |
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| Freeport-mcmoran CL B (FCX) | 0.7 | $1.7M | -4% | 35k | 47.02 |
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| Doubleline Opportunistic Cr (DBL) | 0.7 | $1.6M | -10% | 104k | 15.42 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.6 | $1.5M | 4.5k | 336.33 |
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| Cummins (CMI) | 0.6 | $1.5M | 5.0k | 294.65 |
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| Altria (MO) | 0.6 | $1.4M | 31k | 44.60 |
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| Confluent Class A Com (CFLT) | 0.6 | $1.3M | -83% | 44k | 30.52 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.2M | -20% | 16k | 72.36 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.2M | NEW | 5.6k | 205.72 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | -14% | 2.3k | 485.58 |
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| Microsoft Corporation (MSFT) | 0.4 | $1.0M | 2.4k | 420.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $953k | +29% | 2.1k | 444.58 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.4 | $891k | 28k | 31.92 |
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| Cisco Systems (CSCO) | 0.3 | $727k | 15k | 49.91 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $595k | NEW | 7.7k | 77.31 |
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| NVIDIA Corporation (NVDA) | 0.2 | $586k | NEW | 649.00 | 903.56 |
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| Abcellera Biologics (ABCL) | 0.2 | $521k | 115k | 4.53 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $506k | 4.4k | 116.24 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $478k | NEW | 2.5k | 195.10 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.2 | $412k | 13k | 30.91 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.2 | $371k | -42% | 37k | 10.01 |
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| Coupang Cl A (CPNG) | 0.1 | $356k | -39% | 20k | 17.79 |
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| Vaneck Etf Trust India Growth Ldr (GLIN) | 0.1 | $308k | NEW | 6.5k | 47.13 |
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| Sentinelone Cl A (S) | 0.1 | $287k | 12k | 23.31 |
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| Visa Com Cl A (V) | 0.1 | $279k | 1.0k | 279.08 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $277k | NEW | 2.9k | 94.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $243k | NEW | 2.2k | 110.52 |
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| Mosaic (MOS) | 0.1 | $239k | -65% | 7.4k | 32.46 |
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| Doubleline Income Solutions (DSL) | 0.1 | $191k | -50% | 15k | 12.70 |
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| Amplitude Com Cl A (AMPL) | 0.1 | $135k | -67% | 12k | 10.88 |
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| Blend Labs Cl A (BLND) | 0.1 | $125k | 38k | 3.25 |
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| Stitch Fix Com Cl A (SFIX) | 0.0 | $50k | NEW | 19k | 2.64 |
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Past Filings by ArchPoint Investors
SEC 13F filings are viewable for ArchPoint Investors going back to 2011
- ArchPoint Investors 2024 Q1 filed May 14, 2024
- ArchPoint Investors 2023 Q3 filed Nov. 13, 2023
- ArchPoint Investors 2023 Q2 filed Aug. 11, 2023
- ArchPoint Investors 2023 Q1 filed May 12, 2023
- ArchPoint Investors 2022 Q4 filed Feb. 13, 2023
- ArchPoint Investors 2022 Q3 filed Nov. 14, 2022
- ArchPoint Investors 2022 Q2 filed Aug. 12, 2022
- ArchPoint Investors 2022 Q1 filed May 13, 2022
- Botty Investors 2021 Q4 filed Feb. 11, 2022
- Botty Investors 2021 Q3 filed Nov. 12, 2021
- Botty Investors 2021 Q2 filed Aug. 13, 2021
- Botty Investors 2021 Q1 filed May 13, 2021
- Botty Investors 2020 Q4 filed Feb. 12, 2021
- Botty Investors 2020 Q3 filed Nov. 13, 2020
- Botty Investors 2020 Q2 filed July 31, 2020
- Botty Investors 2020 Q1 filed May 13, 2020